- Managers of Wealth - Europe - Wealth, private banking and asset management news and opinion

Wealth management by "family offices" in Poland and the licensing requirements

The activity of "family offices" has attracted the attention of the Polish FSA, which recently reminded the market of this.

5 Best Private Banks in the UK for 2024

Choosing the right private bank is crucial for effective wealth management and financial planning.

Cazenove Capital outlook for 2024

The US has defied forecasts of a recession, with consumer spending supported by a strong labour market and household savings.

What does 2024 hold for family wealth?

Clare Anderson, UK Head of Schroders Family Office Service, shares her predictions for the year ahead

Northern Trust Asset Management plans hires for London push

The asset manager has 66 people currently across its fixed income team worldwide, but has shifted focus to building its expertise in the asset class across Europe.

Hargreaves Lansdown removes abrdn Asia Pacific Equity fund from Wealth Shortlist

Unfulfilled performance expectations

The opportunity set in the infrastructure transition

The global movement towards decarbonising economies to prevent climate change and making them more circular to preserve nature and ecosystems is a key driver in the major digitalisation trend.

Zwei Wealth is now pushing business partnerships

Two Wealth and VPZ Wealth Planning Centers work together.

Evolution or revolution? Schroders discusses tokenisation’s potential

After the UK’s regulatory ‘big breakthrough’, asset managers believe tokenisation of funds and other assets will usher in a long-term shift, including faster settlement times.

Consolidation in asset management expected to continue in 2024

Of the mergers which may spring to readers’ minds the chumming up between Rathbones and Investec may be at the forefront.

IntellectAI and St. James’s Place receive coveted industry recognitions as they redefine Adviser Led Wealth Management on Salesforce

Marking a new era in wealth management, this award-winning collaboration leverages Salesforce to redefine the wealth management landscape, showcasing a commitment to technological excellence and a customer first approach

Farrer & Co advises Canaccord Genuity Wealth Management on the acquisition of Intelligent Capital

The transaction is subject to customary regulatory approval but is expected to complete by March 2024.

An innovative approach to sustainability – interview with Jean-Pascal Porcherot

Today, he oversees the management of over CHF 63 billion in assets.

Société Générale Private Banking Switzerland, the combination of local and international

Finally, Société Générale Private Banking Suisse makes all of its expertise and its offering available to independent wealth managers (IFMs) and their clients.

Succession Wealth buys Plymouth-based IFA adding £165m in assets

Why you should do estate planning before selling your business

Planning as early as possible how you want to use the wealth you have accumulated to your loved ones will give you more options.

The private banking association is now even more hoping for new members

Now the lobby organization has gained a new institute - and hopes that the trend will change.

LGT continues expansion in Germany with new office in Frankfurt

LGT has recruited a team of highly experienced local private banking experts to build the business in this new location.

Constructing ESG portfolios to achieve both performance and impact

But the nature of this fast-evolving discipline has changed dramatically.

Söderberg & Partners snaps up two more UK advice firms

These deals mark its fifth and sixth IFA acquisitions in the UK market

Wealth and Asset Management